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Insurance Client Success Manager Jobs in Miami, FL

Cyclops

Director of Client Success (Remote)

Miami, FL · Remote

This is not a role for someone looking to inherit an established playbook or manage from the ... Build the Client Success function from the ground up in close partnership with the co-founders ...

KENTECH Consulting

ACCOUNT SUCCESS MANAGER

Miami, FL · On-site

Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance KENTECH ... We are client focused and results-driven. Growth Minded: We believe in collaborative learning and ...

Melio

Customer Success Manager

Miami, FL · Remote

AZ, CO, FL, GA, IL, MI, MN, NY, NC, TX, UT,VT) Qualifications: * 3+ years of experience in Customer Success, Account Management, Sales, or any client facing role. * 1+ years experience utilizing a CR ...

Panaya

Customer Success Manager, Brazil

Miami, FL · On-site +1

As a Customer Success Manager, you are responsible for managing all aspects of the company ... At least 5 years of client-facing experience in implementing Enterprise applications like SAP or ...

Truv

Customer Success Manager

Miami, FL · Remote

$80K - $100K/yr

We are seeking a Customer Success Manager to serve as a trusted advisor to our enterprise Fintech ... Lead client onboarding, out-of-the-box implementation, configuration projects, collaborating with ...

Truv

Customer Success Manager

Miami, FL · Remote

$80K - $100K/yr

We are seeking a Customer Success Manager to serve as a trusted advisor to our enterprise Fintech ... Lead client onboarding, out-of-the-box implementation, configuration projects, collaborating with ...

Influur

Customer Success Manager

Miami, FL · On-site

Your Skillset * 2+ years managing influencer or creator campaigns end to end, in customer success, account management, or a client-facing role for a digital product (SaaS/CMS). * Experience managing ...

Influur

Customer Success Manager

Miami, FL · On-site

Your Skillset * 2+ years managing influencer or creator campaigns end to end, in customer success, account management, or a client-facing role for a digital product (SaaS/CMS). * Experience managing ...

Influur

Customer Success Manager

Miami, FL · On-site

Your Skillset * 2+ years managing influencer or creator campaigns end to end, in customer success, account management, or a client-facing role for a digital product (SaaS/CMS). * Experience managing ...

Bright!Tax

Head of Client Experience

Miami, FL · Remote

Client Success, who manage the relationship, and our tax team, who deliver the work. Clients don't experience those as two teams; they experience one journey. This role is the first to own that ...

Meltwater

Customer Success Manager II

Miami, FL · On-site

$80K - $108K/yr

Begin your career as a Customer Success Manager II at Meltwater, where each day is dedicated to ... Drive client engagement and product adoption to ensure ongoing value delivery. * Conduct thorough ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Miami, FL

Insurance Client Success Manager information

See Miami, FL salary details

$31.1K

$79.4K

$133.9K

How much do insurance client success manager jobs pay per year?

As of Aug 9, 2026, the average yearly pay for insurance client success manager in Miami, FL is $79,446.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,900.00 and $94,700.00 per year, depending on experience, location, and employer.

What is the difference between Insurance Client Success Manager vs Insurance Account Executive?

AspectInsurance Client Success ManagerInsurance Account Executive
Primary FocusEnsuring client satisfaction, retention, and ongoing supportAcquiring new clients and managing sales processes
Work EnvironmentCustomer service, account management, client communicationSales, prospecting, client meetings
Required CredentialsInsurance licenses, customer service skills, industry knowledgeInsurance licenses, sales skills, industry knowledge
Employer & Industry UsageInsurance companies, brokerages, agenciesInsurance agencies, brokerages, carriers

While both roles require insurance licenses and industry knowledge, the Insurance Client Success Manager focuses on maintaining client relationships and ensuring satisfaction, whereas the Insurance Account Executive emphasizes acquiring new clients and driving sales. Understanding these differences helps job seekers target the right roles in the insurance industry.

What is an insurance client success manager?

Insurance Client Success Managers are professionals who act as the main point of contact between insurance companies and their clients. They ensure clients have a positive experience by addressing their needs, resolving issues, and helping clients understand their insurance products and services. Their responsibilities often include onboarding new clients, managing renewals, and identifying opportunities to upsell or cross-sell additional products. They play a critical role in maintaining client satisfaction and retention for insurance agencies.

What are the key skills and qualifications needed to thrive as an insurance client success manager?

To thrive as an Insurance Client Success Manager, you need a solid understanding of insurance products, client relationship management, and often a bachelor's degree in business or a related field. Familiarity with CRM software, policy management systems, and possibly insurance licensing are typically required. Exceptional communication, problem-solving, and empathy help build strong client relationships and resolve issues proactively. These skills ensure client retention, satisfaction, and effective delivery of insurance solutions in a competitive market.

How does an insurance client success manager typically collaborate with other departments to support client needs?

Insurance Client Success Managers work closely with teams such as underwriting, claims, and sales to ensure clients receive comprehensive and timely support. They often act as a liaison, communicating client feedback and requirements to relevant departments, and coordinating efforts to resolve issues or implement new services. This collaborative approach helps build strong client relationships and ensures that client concerns are addressed promptly, contributing to high satisfaction and retention rates.
What are popular job titles related to Insurance Client Success Manager jobs in Miami, FL? For Insurance Client Success Manager jobs in Miami, FL, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Miami, FL look for? The top searched job categories for Insurance Client Success Manager jobs in Miami, FL are:
What cities near Miami, FL are hiring for Insurance Client Success Manager jobs? Cities near Miami, FL with the most Insurance Client Success Manager job openings:
Insurance Client Success Manager jobs near you

Director of Client Success (Remote)

Cyclops Inc

Miami, FL • On-site, Remote

Full-time

Posted 25 days ago

Job description

Role Overview
Cyclops is looking for a Director of Client Success to own the client journey from onboarding through the full account lifecycle, and build the function from the ground up in close partnership with our co-founders and senior leadership. Reporting to the COO, you'll be a hands-on leader who works directly with our clients, partners with Sales and the Solutions Architect upfront, and takes ownership of each relationship through implementation, go-live, ongoing support and growth.
This is not a role for someone looking to inherit an established playbook or manage from the sidelines. You'll work closely with the co-founders to live the process first: getting close to our clients, learning where things break, solving problems and turning those lessons into the systems, standards and team Cyclops needs to scale. We are prioritizing quality over quantity, with a high-touch approach focused on building deep, successful partnerships with some of the most important companies in payments.
Key Responsibilities
  • Own the client journey from onboarding through implementation, go-live and the ongoing account lifecycle, serving as a senior relationship owner and creating continuity throughout the client experience.
  • Partner with Sales and the Solutions Architect during the commercial process to understand each client's business, use case, proposed solution and path to launch, and ensure the transition from opportunity to implementation is seamless.
  • Drive onboarding and implementation from start to finish, building clear plans with milestones, owners, dependencies and timelines and coordinating across clients, Product, Engineering, Compliance and Operations to get clients live.
  • Build the Client Success function from the ground up in close partnership with the co-founders, living the process firsthand, identifying what works and what does not, and turning those lessons into scalable playbooks, operating rhythms, tools and standards.
  • Solve complex problems that do not come with an existing playbook, identifying risks and blockers early, bringing together the right people and driving issues toward resolution.
  • Lead the ongoing client relationship after launch by understanding each client's goals, monitoring health and engagement, and proactively identifying risks, opportunities and ways Cyclops can create more value.
  • Coordinate client questions, requests and support inquiries across internal teams, ensuring issues have clear owners, clients stay informed and nothing falls through the cracks.
  • Grow client relationships by identifying opportunities across products, use cases, markets and transaction volume, partnering with Sales when commercial engagement or negotiation is required.
  • Shape the future Client Success organization alongside the co-founders and executive team, defining how the function should evolve and when to introduce additional specialization, tooling or team members as the client base grows.
Required Qualifications
  • Significant experience in customer success, implementation, client services, account management, customer operations or a related client-facing function, including ownership of complex, high-value client relationships.
  • A track record of building, scaling or materially improving a customer success, implementation or client operations function-not just operating within an established one.
  • Demonstrated ability to operate as a hands-on leader, personally owning client relationships and execution while simultaneously building the processes and infrastructure required to scale.
  • Strong project and program management skills, with the ability to coordinate multiple stakeholders, dependencies and complex workstreams from planning through execution.
  • Technical aptitude and comfort working with APIs, integrations, technical concepts and engineering teams. You do not need to write production code, but you need to understand enough to connect the dots, ask the right questions and keep work moving.
  • Exceptional executive-level client communication skills and the ability to build trust, create clarity and maintain confidence through complex or fast-moving situations.
  • High ownership, strong judgment and a bias toward action. You take responsibility for moving problems forward even when you are not the person ultimately responsible for solving them.
  • The ability to turn ambiguity into structure, proactively identify risks and opportunities, and build repeatable processes without over-engineering them.
  • Comfort operating in a fast-moving startup environment where the process may not exist yet-and the instinct to build it when it does not.
Preferred Experience
  • Experience in payments, fintech, stablecoins, banking infrastructure or other complex financial technology environments.
  • Experience onboarding and supporting strategic clients using API-first, infrastructure or enterprise technology products.
  • Familiarity with payment flows, including pay-ins, payouts, settlement and treasury operations.
  • Experience identifying opportunities to increase product adoption, expand use cases and grow revenue or transaction volume.
  • Experience building and scaling a Client Success, Implementation or related function at an early-stage company.
Reporting Structure (Optional)
Reports to the COO and works closely with the co-founders to build and shape the Client Success function, with strong cross-functional partnership across Sales, Product and Engineering.
Initially, this will be a highly hands-on functional leadership role. As Cyclops grows, you'll help define how the function scales and have the opportunity to build the team and operating model around what our clients and business need.
Why This Role (Optional)
You'll have the opportunity to work directly with the co-founders to build Client Success at Cyclops from the ground up while personally owning relationships with some of the most important companies in payments. Your work will directly shape how clients experience Cyclops-from their first steps toward implementation through long-term growth-and create the foundation for how the function scales.
Location (Optional)
Location: Fully Remote
We are open to candidates based within the U.S. Eastern or Central Time Zones.
Compensation and Benefits
We offer competitive compensation designed to attract exceptional talent and reflect the experience, skills, and impact you'll bring to the team. Depending on the role, candidate location, and final engagement structure, this position may be structured as either direct employment or an independent contractor engagement. Compensation, benefits, and other terms will be aligned with the applicable engagement type and discussed during the hiring process.
Additional Benefits
  • Company issued laptop
  • Technology Accessories
  • Annual In-Person Full-Team Meetup

About Cyclops
Cyclops enables payments companies to onboard with a single partner, unlocking stablecoin settlement, payins, payouts and treasury optimization across global corridors - all through a single API.
Cyclops was founded by payments executives and crypto veterans who were fed up with stablecoin fragmentation. The first complete stablecoin platform built exclusively for the payments industry, Cyclops combines the agility of orchestration with the comprehensive build outs of full-stack providers. Cyclops has end-to-end integrations to every leading provider at every layer of the stablecoin stack, and proprietary technology built on top to make payments use cases effortless. With this unique approach, Cyclops is the only platform offering product and license redundancy in all major markets, with dozens of partners and over 100 global licenses.
Cyclops Culture
Don't join Cyclops if you're looking for a typical 9-5. The culture we've built is one of first-principles thinking and relentless execution. We wake up every day excited to deliver great products worthy of the world's best companies. Everyone who works at Cyclops must have a founder mindset, where no problem is too big to solve.

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